See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,835 | $48,795+84.1% | $65,493+37.2% | $84,808+5.9% |
| Participation rate | 25.7% | 67.0%-41.3pp | 73.1%-47.4pp | 68.3%-42.6pp |
| Annual return | 19.70% | 20.20%-0.5pp | 982.45%-962.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,166 | $2,928-26.0% | $3,961-45.3% | $4,212-48.6% |
| Admin fee / account holder | $794 | $3,877-79.5% | $5,028-84.2% | $7,344-89.2% |